At The Egan Group, we serve you as trusted advisors, offering guidance and support to help you pursue your dreams, preserve your legacy and plan for the future. We proactively plan and implement customized financial plans designed to help you achieve your objectives.

Our team is committed to building deep, meaningful relationships that last for generations, strengthened by values of integrity, honesty and genuine compassion.


Our Mission

We are committed to learning more about you, your needs and your goals to develop personalized solutions for you and your family. Our team will help you understand your financial plan and simplify the wealth management process to enhance your lifestyle and provide a stable foundation for your future aspirations and pursuits.

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Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make informed decisions that position you for success. At The Egan Group, our focus is to understand your goals, develop a comprehensive plan to help you reach them and provide you with an exemplary client service experience.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with knowledgeable financial advice tailored to your particular situation.

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Our Process

Discovery

During our first meeting, we discuss your current situation and your financial goals. Your time horizon, lifestyle, tolerances, aspirations and philanthropic pursuits are taken into consideration to help us understand your entire financial picture.

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Present Our Findings & Options

We present an analysis and discuss our recommendations. A number of options will be presented to you, and you will be able to choose the optimal option based on your objectives, preferences and risk tolerance.

Wealth Plan

We develop a complete plan and reviewed it with you. Depending on needs identified during the planning process, the plan will include investments, retirement needs, estate planning and tax planning, along with an action plan for you to follow. We will work with your other advisors, such as your lawyer and accountant, to help cohesively implement your plan.

Monitoring & Adjustments

Our team provides ongoing monitoring of your investments and overall financial plan. We meet with you regularly to assess your progress and any life events or market shifts that may impact your plan. When necessary, we work with you to adjust your financial plan to accommodate new needs and changes in your life.